Intake Forms
Paper intake forms filled out in the waiting room are rushed, incomplete, and eat into session time. Ruana replaces that friction with smart digital intake forms — sent automatically, completed in advance, and available with a single click whenever you need them.
Custom Intake Forms Built Around Your Practice
Every practice is different — your intake forms should be too. With Ruana, you’re not stuck with a one-size-fits-all template that half your clients skip past and the other half find confusing. Build your forms from scratch so they ask exactly what you need to know, or start from one of our ready-made templates and tailor every question to your workflow and your clients.
Whether you need detailed health history fields, lifestyle questions, consent and liability waivers, or condition-specific sections, Ruana gives you full control over every element. No coding. No workarounds. Just forms that actually work for your practice.
- Build forms from scratch or start from a ready-made template
- Add health history fields, consent waivers, lifestyle questions, and more
- Customize forms per service type — no one-size-fits-all approach
- No technical skills required — fully self-service
Intake Forms Completed Before Your Client Walks In
Here’s the thing about forms filled out in a waiting room: they’re rushed, incomplete, and they steal time from the session. Ruana solves this entirely. The moment a new client books an appointment and enters your system, Ruana automatically sends them a secure digital intake form to complete at their own pace — well before they arrive.
You can attach any intake form to any service in your menu. A first consultation can trigger a different form than a follow-up session. Everything is set up once and runs automatically from there. By the time your client walks through the door, their information is already captured, reviewed, and ready — so you can start focused, not scrambling.
- Intake forms sent automatically the moment a new client books
- Attach any form to any service — fully configurable
- Clients complete forms securely online at their convenience
- Review client information before the session even begins
Every Intake Form, Right Where You Need It
Searching through files or jumping between tabs to find a client’s intake form shouldn’t be part of your day. With Ruana’s clean, organized interface, every intake form is exactly where you’d expect it — accessible in a single click, directly from the client’s record or their upcoming appointment.
Whether you’re preparing for your first appointment of the morning or doing a quick review between sessions, your client’s information is always front and center. No searching, no delays, no uncertainty before a session. Just the clear, organized details you need to deliver your best work.
- Access any intake form in one click from the client record or appointment view
- Clean, organized interface keeps everything easy to find
- Review forms on any device — computer, tablet, or phone
- No digging, no switching apps — everything is in one place
Ready to Leave Paper Forms Behind for Good?
Get started with Ruana and set up your first digital intake form in minutes. No paper, no chasing clients, no wasted session time. Just a smoother experience for you and everyone you work with.